See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
FIDUCIA GROUP LLC4+ years Filed as: FIDUCIA GROUP Service code 15 · EIN 26-2218504 | Recordkeeping | $3,762 |
Filed as: RIVERSEDGE ADV RET SOLUTIONS Service code 15 · EIN 27-1155910 | Recordkeeping | $1,065 |
Filed as: RIVERSEDGE ADV RET SOLUTIONS, LLC Service code 15 | Recordkeeping | $0 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,499 | $57,354+36.9% | $83,848-6.4% | $64,186+22.3% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -5.35% | 11.38%-16.7pp | 850.88%-856.2pp | 7.63%-13.0pp |
| Employer contribution / active EE | $2,670 | $2,545+4.9% | $3,631-26.5% | $2,381+12.1% |
| Participant deferral / active EE | $5,466 | $2,993+82.6% | $4,082+33.9% | $3,470+57.5% |
| Admin fee / account holder | $50 | $4,046-98.8% | $5,478-99.1% | $4,888-99.0% |